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Sponsor portfolioWelfare / HealthEIN 53-0244795

NATIONAL TREASURY EMPLOYEES UNION

800 K ST NW STE 1000 · WASHINGTON, DC 200018022
2025725500
Plans filed
1
Years active
2016–2025
Industry
NAICS 81
Latest filing
2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
285
No prior year
Total participants
127
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$3.6M
NATIONAL TREASURY EMPLOYEES UNION HEALTH PLAN
Fully insured285 covered·4 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.3M79.9%
Dental$195K4.7%
Vision$195K4.7%
Life$147K3.6%
Other$147K3.6%
Long-term disability$138K3.3%
Short-term disability$9K0.2%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
H
$3.3M90.6%11127
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DV
$195K5.3%11285
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$138K3.8%11134
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LSTDOth
$9K0.3%1110

Broker overview

8 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CACIGNA HEALTH AND LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN LIFE INSURANCE COMPANY$38K$150K$189K99.9%1
DICE INSURANCE INCMYRTLE BEACH, SCCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$163$0$1630.1%1
TRACEY MATZFOREST HILL, MDCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$38$0$380.0%1
KATCHEN FINANCIAL GROUPBRIDGEWATER, NJCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$32$0$320.0%1
LAMM INSURANCE CENTER, INC.BALTIMORE, MDCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$20$0$200.0%1
STEPHANIE BARBERBALTIMORE, MDCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$17$0$170.0%1
ROBERT LEE SMITH ESTATEDECATUR, GACOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7$0$70.0%1
JEFFREY MOTSCOWOODBINE, MDCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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